Data-driven personalization and customer engagement for Financial Services

See How UOB Quadrupled Its Digital Customer Engagement Rate in One Year

Working with 6 of the top 12 banks in NA\EU

Serving over 65 million customers worldwide

Customer transactions analyzed

Personalized customer interactions

4+ Star customer rating

Working with 6 of the top 12 banks in NA\EU

Serving over 65 million customers worldwide

Customer transactions analyzed

Personalized customer interactions

4+ Star customer rating

Trusted by the best

“MyState is the first bank in Australia to offer a holistic AI-driven banking solution...Our customers want ... services that enable them to feel they’re not just ‘managing their banking’, but really managing their finances and their lives.”

Melos Sulicich,
Managing Director and Chief Executive Officer

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“Hyundai Card prides itself on personalized financial and digital services, so it was imperative that we move beyond standard PFM, and provide genuine value to our customers by providing them with a new, unparalleled level, of personalized insights.”

David Deok Hwan Kim,
Head of Card Business

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“We were able to bring the ‘Surprise Savings’ to market very quickly because we already had a successful implementation with our partners at Personetics… They were innovating on things that helped us accelerate that… it took some of the burden off of the heavy lifting that we had to develop on our end.”

Anand Talwar,
Deposits and Consumer Strategy Executive

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“UOB’s TMRW Quadrupled Its Customer Engagement Rate in One Year- TMRW’s unique engagement-focused business model sets the standard for digital banks around the world”
“Customers tell us, you've got this information about me; why don't you do something with it? So we're going to take that information and give some helpful insights that also give some actions.”

Gareth Gaston,
Executive Vice President, Ominichannel

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“We visited banks all around the world, and realised that the service wasn’t good enough. What was crucial to the TMRW project was to deliver a very different kind of banking experience. By chance, we saw Personetics present at a conference in Hong Kong, and we thought ‘this solution meets our needs’.”

Dr Dennis Khoo,
MD & Group Head of TMRW Digital Group

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“By integrating AI, we will be able to provide customers with more relevant, meaningful insights into their spending and saving to help them make more informed decisions about their money.”

Andy Harmening,
Senior Executive VP and Director of Consumer and Business Banking

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“We want our application to become a personal banking assistant”

Marie-Cécile Plessix,
Managing Director

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“We will use Personetics to deepen our understanding of customer behaviour and design more innovative, responsive and responsible digital banking services.”

Dr Dennis Khoo,
Head of Regional Digital Bank and Strategic Initiatives

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“Insights is about being on the front foot; cutting through the noise to provide relevant and timely tips that make a real difference to customers.”

Craig Donaldson,
CEO

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“Working with Personetics allows us to shorten time-to-market with pre-built content and knowledge that can be readily applied across our retail and small business segments.”

Ömer Tetik,
CEO

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“We strive to meet the needs of customers today by making banking easier, smarter, and personalized”

Ziv Biron,
Head of Strategy, Planning & Finance Division

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“We do our utmost to constantly improve the support we offer our customers. Personetics allows us to help customers better manage their money by offering instant and relevant information and advice.”

Sophie Heller,
Chief Operating Officer of Retail Banking & Services

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“NOMI Insights and NOMI Find & Save are always thinking a few steps ahead to help ensure our clients’ finances are in order.”

Neil McLaughlin,
Group Head, Personal & Commercial Banking

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THE ROAD TO SELF-DRIVING FINANCE

SELF-DRIVING FINANCE

Guide your customers through their financial journey with personalized insights, advice, and automated money management.

Data

What happened?

Insight

What’s important?

Advice

What’s should I do?

Automation

Do it for me!

Our Impact on

Increase Financial Awareness

Simplify Everyday Banking

Reach Financial Goals

40%

Increase Digital Engagement

37%

Elevate Customer Satisfaction

15%

Grow Deposits And Share Of Wallet

Impacting Bank KPI's

40%

Increase Digital Engagement

37%

Elevate Customer Satisfaction

15%

Grow Deposits And Share Of Wallet

Driving Consumer Financial Wellbeing

Increase Financial Awareness

Simplify Everyday Banking

Reach Financial Goals

IN THE SPOTLIGHT

Featured

Personalisation and Open Banking: The Tale of Two Cornerstones of Successful Customer Engagement

Featured

Personalisation and Open Banking: The Tale of Two Cornerstones of Successful Customer Engagement

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Videos

Videos

New from MyState Bank. Digitally enhanced, less stressed customers with Automated Financial Resilience Programs

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Perspectives/Blog

MyState Bank Helps Customers Automatically Reach Their Banking Goals and Achieve Financial Resilience

Perspectives/Blog

MyState Bank Helps Customers Automatically Reach Their Banking Goals and Achieve Financial Resilience

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Want to explore how your bank can harness the power of AI to engage and serve customers?

We work with banks of all sizes across all geographies and will be happy to see how we can help.

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